AHTIX Mutual Fund

AHTIX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
-3.61%
3 Months
-2.85%
6 Months
+1.08%
YTD
+5.15%
1 Year
+10.62%
3 Years (annualized)
+10.23%
5 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHTIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+5.40%
vs Peers
-0.25%

AHTIX Mutual Fund Performance

AHTIX performance across multiple time periods: 1-month -3.61%, YTD 5.15%, 1-year 10.62%, 3-year 10.23%, 5-year 3.89%.

AHTIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

AHTIX vs another fund shows side-by-side returns. AHTIX alternatives are available in the Mutual Fund Screener.